2023 Form 5500 filing — Hill Family Group Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004135310NAL0011490561001) for Hill Family Group Retirement Plan, reported by Hill Family Group, Inc under EIN 75-1869395 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.8MReported net assets$23,828,515
Participants203
Provider compensation$46.1K2 Schedule C row(s)$46,122
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004135310NAL0011490561001
Plan sponsor
Hill Family Group, Inc
EIN
75-1869395
Plan number
001
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$204.4K
Participant$492.9K
Full reported line items
Total assets (EOY)
$23,828,515
Total liabilities (EOY)
$0
Net assets (EOY)
$23,828,515
Employer contributions
$204,373
Participant contributions
$492,910
Total income / additions
$4,627,740
Benefits paid
$2,882,913
Administrative expenses
$46,122
Total expenses
$2,930,039
Net increase / (decrease)
$1,697,701
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $46K
  2. 2
    RECORDKEEPER · Direct $169 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004135310NAL0011490561001 cover?
It is the 2023 Form 5500 filing for Hill Family Group Retirement Plan, reported by Hill Family Group, Inc (EIN 75-1869395).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages